We are live on ! Find out more
CRS icon

Carpenter Technology
CRS

696 hedge funds and large institutions have $18.6B invested in Carpenter Technology in 2026 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 259 increasing their positions, 209 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 68

45% more call options, than puts

Call options by funds: $134M | Put options by funds: $92.1M

24% more repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 209

21% more capital invested

Capital invested by funds: $15.4B → $18.6B (+$3.2B)

11% more funds holding

Funds holding: 626 → 696 (+70)

4% more funds holding in top 10

Funds holding in top 10: 27 → 28 (+1)

3.12% less ownership

Funds ownership: 97.94% → 94.82% (-3.1%)

Holders
696
Holders Change
+70
Holders Change %
+11.18%
% of All Funds
8.57%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.34%
New
150
Increased
259
Reduced
209
Closed
68
Calls
$134M
Puts
$92.1M
Net Calls
+$41.7M
Net Calls Change
-$188M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$293M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$191M
3
BlackRock
BlackRock
New York
+$186M
4
LPC
Lone Pine Capital
Connecticut
+$184M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$138M

Top Sellers

1
PC
PointState Capital
New York
-$218M
2
TP
Third Point
New York
-$173M
3
Barclays
Barclays
United Kingdom
-$146M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$132M
5
Two Sigma Investments
Two Sigma Investments
New York
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$158M -$1.61M -4,428 -1%
Raymond James Financial
27
Raymond James Financial
Florida
$151M -$24.9M -68,235 -15%
JP Morgan Chase
28
JP Morgan Chase
New York
$150M +$68.8M +188,762 +88%
FACM
29
Forest Avenue Capital Management
Florida
$148M -$92.9M -255,049 -40%
Mirae Asset Global ETFs Holdings
30
Mirae Asset Global ETFs Holdings
Hong Kong
$144M +$9.83M +26,986 +8%
American Century Companies
31
American Century Companies
Missouri
$139M -$31.8M -87,422 -20%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$138M -$24.3M -66,663 -16%
Morgan Stanley
33
Morgan Stanley
New York
$138M -$8.68M -23,821 -6%
DCM
34
Driehaus Capital Management
Illinois
$124M -$32M -87,839 -22%
TP
35
Third Point
New York
$122M -$173M -475,000 -61%
VFT
36
Vanguard Fiduciary Trust
Pennsylvania
$122M +$112M +308,267 New
TCM
37
TimesSquare Capital Management
New York
$116M -$1.52M -4,181 -1%
Zurich Cantonal Bank
38
Zurich Cantonal Bank
Switzerland
$110M +$4.61M +12,644 +5%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$110M +$58.8M +161,348 +138%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$98.6M -$7.91M -21,705 -8%
Fisher Asset Management
41
Fisher Asset Management
Washington
$97.7M -$13.7M -37,680 -13%
Barclays
42
Barclays
United Kingdom
$96.5M -$146M -400,767 -62%
GIM
43
Granahan Investment Management
Massachusetts
$94.4M -$10.1M -27,706 -10%
AI
44
Advent International
Massachusetts
$93.3M -$38M -104,453 -31%
N
45
Nuveen
North Carolina
$89.2M +$2.63M +7,232 +3%
UBS AM
46
UBS AM
Illinois
$87.8M +$29.2M +80,229 +56%
Goldman Sachs
47
Goldman Sachs
New York
$75.9M -$77.7M -213,345 -53%
XL
48
XN LP
New York
$74.4M +$68.8M +188,797 New
SC
49
Samlyn Capital
New York
$73.1M +$67.5M +185,338 New
TCIM
50
TOMS Capital Investment Management
New York
$69.4M -$76.9M -211,000 -55%
1
2
3 4 5

CRS Hedge Fund Activity: Q1 2026 in Review

696 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Carpenter Technology (CRS) for Q1 2026, worth a combined $18.6B — up 21% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new CRS positions and 68 closed out — a net gain of 82 holders — while 259 added to existing stakes and 209 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $293M. The largest seller was PointState Capital, cutting an estimated $218M.

  • 696 institutional investors held Carpenter Technology (CRS) as of Q1 2026, up from 626 in Q4 2025.
  • Funds reported $18.6B of Carpenter Technology stock for Q1 2026, up 21% quarter-over-quarter.
  • 150 funds opened new Carpenter Technology positions in Q1 2026 and 68 closed out, a net change of +82 holders.
  • The largest Carpenter Technology buyer in Q1 2026 was Jennison Associates, an estimated $293M added.
  • The largest Carpenter Technology seller in Q1 2026 was PointState Capital, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2026.